Upgrade to the 2.0 versions of our Salesforce, HubSpot and Close integrations for performance improvements, improved integration management, and increased data flexibility.

By upgrading to the newest versions of our Salesforce, HubSpot, and Close integrations, customers will receive the following benefits:

Workspace-level integrations

Integrations now happen at the workspace level to sync data across all plans and paths. This will allow all Admins to view and edit integration mappings without each Admin needing to authenticate.

Reduced API usage & sync errors

With data syncing at the workspace level, this will free up API calls to your CRM so you can avoid hitting API rate limits and ensure your data is getting to all the systems it needs to.

Sync frequency management

Now Admins can manage sync schedules directly in QuotaPath for even more control over API usage and confidence that data is being synced regularly. Automated syncs can be scheduled as frequently as every 2 hours with the ability to trigger a manual sync on demand at any time.

Multi-source Payouts Eligibility

If you have a different source of truth for payouts eligibility data (for example: Netsuite, QuickBooks, Maxio, Stripe or Chargebee), you can combine that data with Salesforce, HubSpot or Close to inform when a commission is eligible to be paid out.

Ability to create Calculated Fields

Create custom, calculated fields directly in QuotaPath to use for commission calculations or payouts eligibility using a field from Salesforce, HubSpot or Close. For more information on calculated fields, please visit this article.

View source data directly in QuotaPath

Now Admins can view source data directly in QuotaPath for efficient data and mapping validation. For more information on the Source Data viewer, please visit this Field Manager article.

Customers can continue to use the 1.0 versions of our Salesforce, HubSpot and Close integrations on current plans, so you don't have to worry about any disruption of data! In addition, if you duplicate an existing plan with 1.0 integration mappings to create a new plan, you'll be able to continue to use your 1.0 integration too.

When visiting the Integrations page in Settings, you'll start seeing the prompt go ahead and can connect the 2.0 version of the integration.

When duplicating a plan with 1.0 integration mappings, you'll see a prompt to upgrade to the 2.0 integration version. After connecting the 2.0 integration, you'll have the option to duplicate the plan and convert the 1.0 integration mapping(s) into 2.0 integration mapping(s). See Create New Plans.

Upon creating a new plan with new integration mappings, you'll also be prompted to go ahead and upgrade to the 2.0 version of the integration.

In order to upgrade to the new integration version, go to the Integrations page from Settings in the left hand navigation. Click 'Connect' next to the Salesforce, HubSpot, or Close 2.0 integration card.

For more detailed instructions on connecting the integration, please visit the following articles:

As you create new compensation plans, you can either build the plan from scratch, or you can duplicate existing plans. If you'll be duplicating a plan with 1.0 integration mappings, you'll have the option to automatically convert your 1.0 integration mapping(s) to 2.0 integration mapping(s) for that same source in the plan or path duplication modal: